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THE EXCHANGE

RECENT NEWS

A Tale Of 2 Economies: It’s Time To Cut Interest Rates 

As has been the case over the past few years, much can change in a quarter, and such is the…

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Dividend Portfolio

By: Chris Hammond

How the Grocery Industry Is Stacking Up

The grocery business in mid-2025 continues to evolve around value, digital convenience, and competitive intensity. Despite rising price competition and…

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Quarterly Checkout

By: Troy Garcia

What are Trump Accounts?

We’re excited to share an important update that may be of interest to you and your family. On July 4,…

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The QC

By: Matthew Albritton


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Troy Garcia

CFP®
Vice President
Financial Advisor

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

Our Team

Is ready to serve you and your family

Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.